MinichMacGregor Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MinichMacGregor Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Buy	5,829 +333	+6%	+$28K	0.08%	79
2026 Q1	$400K	Hold	5,496	–	–	0.07%	77
2025 Q4	$447K	Buy	5,496 +360	+7%	+$29.2K	0.08%	79
2025 Q3	$411K	Hold	5,136	–	–	0.08%	85
2025 Q2	$375K	Sell	5,136 -276	-5%	-$18.2K	0.08%	90
2025 Q1	$334K	Hold	5,412	–	–	0.07%	87
2024 Q4	$370K	Buy	5,412 +1,566	+41%	+$105K	0.08%	83
2024 Q3	$246K	Buy	3,846 +30	+0.8%	+$1.86K	0.05%	100
2024 Q2	$238K	Buy	+3,816	New	+$223K	0.06%	93
2023 Q1	–	Sell	-3,456	Closed	-$123K	–	643
2022 Q4	$123K	Buy	+3,456	New	+$127K	0.04%	102
2021 Q2	–	Sell	-4,698	Closed	-$201K	–	90
2021 Q1	$201K	Buy	+4,698	New	+$201K	0.08%	76
2018 Q4	–	Sell	-1,008	Closed	-$27K	–	516
2018 Q3	$27K	Hold	1,008	–	–	0.02%	183
2018 Q2	$25K	Buy	+1,008	New	+$24.7K	0.02%	185
2017 Q3	–	Sell	-1,416	Closed	-$29K	–	525
2017 Q2	$29K	Hold	1,416	–	–	0.03%	145
2017 Q1	$28K	Hold	1,416	–	–	0.03%	143
2016 Q4	$26K	Buy	1,416 +558	+65%	+$10.3K	0.02%	149
2016 Q3	$16K	Sell	858 -204	-19%	-$3.8K	0.02%	207
2016 Q2	$18K	Sell	1,062 -366	-26%	-$6.52K	0.02%	186
2016 Q1	$25K	Buy	+1,428	New	+$23.9K	0.02%	157

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

MinichMacGregor Wealth Management's VUG Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $28K and bringing the position to 5,829 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #79.

MinichMacGregor Wealth Management first reported a position in VUG in Q1 2016 and has held it in 19 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MinichMacGregor Wealth Management held 5,829 shares of Vanguard Morningstar Growth ETF worth $502K as of Q2 2026.
MinichMacGregor Wealth Management bought 333 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $28K.
Vanguard Morningstar Growth ETF made up 0.08% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #79 holding.
MinichMacGregor Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 19 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.